A CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor®, Hank understands that serving clients' financial and investment needs begins with building strong, lasting partnerships. Entering the financial services industry in 2012, he joined Louisville Capital Advisors in 2014, adding to the collective industry experience of the team which spans over 200 years.
Offering a wide range of investment and planning services, Hank is committed to helping each client pursue their unique financial goals. Specializing in comprehensive wealth management for mid-career professionals and pre-retirees as well as retirement planning, he works with clients to design investment portfolios to meet their needs.
In 2019, Hank was named as a Best-in-State Next-Generation Advisor by Forbes for the state of Kentucky.
Prior to joining the team, Hank spent two years working at the Raymond James home office in St. Petersburg, FL. Hank is a Louisville native and a graduate of Southern Methodist University's Cox School of Business. He is active in many local charities and organizations including St. Xavier High School and The West End School. Hank enjoys golfing and being outside with his wife, Ellen, son, Thomas, and two dogs, Doug and Otis.
Raymond James is not affiliated with any of the organizations listed above.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.
Call Louisville Capital Advisors at 502.329.7397 or email LouisvilleCapitalAdvisors@RaymondJames.com